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/HAE
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Haemonetics Corp

Haemonetics Corp

HAE
$102.69USD↑+1.61%+1.63 today

MARKET CAP

4.7B

P/E (TTM)

28.3x

FWD P/E

—

DAY RANGE

$101 – $103

52W RANGE

$47
$110

AI Summary

Stalk
StalkMedium

HAE remains in a solid medium-term uptrend anchored by price above the 50- and 200-day SMAs, but short-term EMAs have flattened in a narrow consolidation. The lack of a clear breakout or breakdown suggests waiting for confirmation before new entries. We will stalk pullbacks into the converging 9- and 20-day EMA zone near recent support to align with the Stage 2 advance framework.

  • ↑Q1 2027 revenue $339M (+6% YoY); adj. EPS $1.14 (+4%) beat consensus
  • ↑Raised fiscal 2027 organic growth guidance to 4%–7%
  • ↓Gross margin declined to 60.4% due to software license impacts and cost pressures
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The case for & against

Bull & Bear analysis

Bullish

Haemonetics Corporation (NYSE: HAE) is a leading player in the medical technology sector, specializing in blood management, surgical instruments, and related technologies. The company is recognized for its innovative plasma collection solutions and strong position in blood management technologies. As healthcare demand continues to evolve, particularly with the push towards enhanced patient outcomes, Haemonetics stands at the forefront of a sector that is vital to hospitals and healthcare providers, harnessing technology to optimize blood flow management.

Bull says

  • ↑Q1 2027 revenue $339M (+6% YoY); adj. EPS $1.14 (+4%) beat consensus
  • ↑Raised fiscal 2027 organic growth guidance to 4%–7%
  • ↑Free cash flow reached $52M, ~3x prior year
  • ↑Persona Plus platform rollouts boosting plasma collection share
  • ↑Consensus Buy from 8 analysts; $96.62 2026 price target
  • ↑Strong balance sheet and manageable leverage support investments

Bear says

  • ↓Gross margin declined to 60.4% due to software license impacts and cost pressures
  • ↓Negative profitability score indicates challenges sustaining robust margins
  • ↓Guided 5%–8% revenue growth reflects cautious tone vs. past pace
  • ↓Negative growth score warns of decelerating top-line momentum
  • ↓High short interest signals investor skepticism and potential volatility
  • ↓Intense MedTech competition could pressure market share

Investment themes with HAE

Buybacks↓ -0.29%

Companies repurchasing their own shares

C · JCI · WFC

Earnings Call · Q3 2024 · Mgmt. Guidance

Updated 04-21-2025neutral

Transcript signals

Bull points

  • Today, we reported third quarter revenue of $336 million, growth of 10% on a reported and organic basis, and adjusted earnings per diluted share of $1.04, 22% growth over prior year.
  • Margin expansion through FY2024 foreshadows the compounding impact of changes in volume and mix, coupled with productivity and operating leverage.
  • We are proud of our accomplishments and enthusiastic about the many opportunities to grow our business moving forward.

Bear points

  • Blood Center revenue declined 3% in the third quarter and 1% year-to-date.
  • Whole blood revenue declined 6% in the quarter and 9% year-to-date, predominantly driven by lower volumes associated with our decision to rationalize parts of this business, partially offset by benefits from last time buys.
  • But overall, OpEx did tick up here beyond at least our model. So is this kind of where we are from a percentage of total revenue standpoint for total OpEx? Is there leverage in OpEx, or does OpEx grow a little bit more from here?
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